Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,951 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,622 | $58,338+681.0% | $86,681+425.6% | $71,535+536.9% |
| Participation rate | 93.7% | 65.0%+28.7pp | 71.7%+22.0pp | 67.9%+25.8pp |
| Annual return | 16.72% | 24.09%-7.4pp | 593.32%-576.6pp | 28.97%-12.3pp |
| Employer contribution / active EE | $17,988 | $2,577+598.1% | $3,026+494.5% | $2,590+594.5% |
| Participant deferral / active EE | $14,459 | $3,441+320.2% | $4,440+225.7% | $4,292+236.9% |
| Admin fee / account holder | $13 | $1,058-98.8% | $5,620-99.8% | $1,589-99.2% |